ASML Holding reports mixed Q3 results; gives Q4 and full-year outlook

ASML Holding raised its annual sales forecast to €44B-€45B ($49.27B-$50.39B) and adjusted gross margin to ~56%, citing strong AI-driven demand. Q3 sales reached €11.66B, net profit €4.96B, both exceeding expectations. Q4 guidance is €14.2B-€15.2B sales with a 57% gross margin, according to the company.

ASML Holding raised its annual sales forecast to €44-45 billion ($49.27-50.39 billion) and adjusted its gross margin guidance to 56%, citing strong AI-driven demand for its semiconductor machines. This is the third guidance increase this year.

ASML reported Q3 profit surged to €4.96B, up from €2.125B last year, with net sales rising to €11.662B. The company raised its FY2026 outlook, expecting €44B-€45B in sales and a 56% gross margin. ASML anticipates supply shortages in 2027-2028 and is exploring capacity increases. Shares fell 2.49% in overnight trading.

ASML reported Q3 profit exceeding expectations and noted customer interest in orders for 2029 and 2030. The company's semiconductor tools remain in high demand.

ASML reported record Q3 sales of €11.66B, up from €9.33B last quarter, driven by AI-driven demand for chipmaking equipment. Net income rose to €4.96B, with a gross margin of 57.5%. The company plans to expand 2028 capacity beyond the previously announced 30% increase. ASML forecasts Q4 net sales of €14.2B to €15.2B, maintaining a 57% gross margin.

ASML forecasted Q4 sales of €14.2B to €15.2B, exceeding analyst expectations of €14.19B, driven by strong AI chip demand. The company also narrowed its 2026 outlook and expects a gross margin of around 57%.